Make Your Portfolio Great Again: Profit from the US Petrochemical Boom
The US is on the cusp of a boom in petrochemical capacity that creates significant opportunities in some market segments and serious risks for some former high flyers. Don’t miss out on your chance to ride the petrochemical wave.
Focus List Update: Underweight Upstream Pays Off, But Midstream Pulls Back
With the exception of Algonquin Power & Utilities Corp (TSX: AQN, NYSE: AQN), the names on our Focus List have pulled back over the past few weeks, though they have still outperformed the S&P 500 Energy Index.
On The Record: Key Quotes From Midstream MLPs’ Fourth-Quarter Earnings Calls
While reading through transcripts of master limited partnerships’ fourth-quarter earnings calls, we compiled a series of quotes from management teams that provide insight into some of the macro trends that will continue to drive returns and opportunities in the space.
Focus List Update And Noteworthy Portfolio Developments
Since its reinstatement in early December 2016, the Energy & Income Advisor Focus List has generated an average total return of 9.6 percent, outperforming the S&P 500 Energy Index’s average loss of 4.5 percent over an equivalent holding period. We dig into fourth-quarter results from companies on our Focus List and in our Model Portfolios.
Let’s Get Cracking: Playing The US Petrochemical Boom
A wave of incremental ethane cracking capacity sited on the US Gulf Coast will come onstream over the next several years. We examine the implications and the best ways for investors to profit.
Key Quotes from Midstream MLPs’ Second-Quarter Earnings Calls
Second-quarter earnings season is done and dusted for midstream master limited partners (MLP) that own pipelines, processing and fractionation capacity.
Outlook 2016: Energy Prices
Our calls on crude-oil prices over the past year have been spot on for the most part. Although our macro calls haven’t saved our Portfolios from the carnage, we have avoided many of the worst performers, used hedges to provide some upside protection and set ourselves up to profit from the down-cycle’s final chapters. Here’s what we see for the year ahead.
MLP Strategy Update
Here’s our updated MLP strategy, which highlights the best pockets of opportunity and areas of higher risk.
MLP Portfolio in Review
Here are our updated takes on our MLP Portfolio holdings, based on their first-quarter results and our discussions with their management teams at the National Association for Publicly Traded Partnerships’ recent investor conference.
Key Takeaways from the NAPTP’s MLP Investor Conference
We attended the National Association of Publicly Traded Partnerships’ MLP Investor Conference and lived to tell the tale. Here are some of our key takeaways from the most important event of the year for MLP investors
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Live Chat with
Elliott and Roger on Jul. 27, 2017
Portfolios & Ratings
Model Portfolios
Balanced portfolios of energy stocks for aggressive and conservative investors.
Coverage Universe
Our take on more than 50 energy-related equities, from upstream to downstream and everything in between.
MLP Ratings
Our assessment of every energy-related master limited partnership.
International Coverage Universe
Roger Conrad’s coverage of more than 70 dividend-paying energy names.
Experts
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Roger S. Conrad
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Elliott H. Gue
Founder and Chief Analyst: Capitalist Times and Energy & Income Advisor
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Peter Staas
Managing Editor: Capitalist Times and Energy & Income Advisor